6000 Grand Avenue
Suite B
Des Moines, Iowa 50312
Tel: 515-255-3306
LEGACY FINANCIAL GROUP, formally registered with the SEC as LEGACY FINANCIAL GROUP. The firm was established in 05/29/2014. They have over 1 offices throughout the country.
LEGACY FINANCIAL GROUP is a Des Moines, Iowa based Financial Planning firm with nearly $840,400,934 assets under management, offering retirement planning & investment advisory services to 3763 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154927 |
SEC# | 801-79803 |
Assets Managed by Firm | $840,400,934 |
No. of Clients | 3763 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3763 | $840,400,934 |
Individuals (other than high net worth individuals) | 1233 | $332,661,199 |
High net worth individuals | 240 | $507,739,735 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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